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Sponsor portfolio

SPESIA & TAYLOR

EIN 36-0775005-law practice-Latest filing 2024
Plans
2
Retirement
2
$13.0M assets
Welfare
0
Participants
33
1415 BLACK ROAD - JOLIET, IL 60435815-726-4311spesia-taylor.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#004CashBalance-$6.7M - 14 part#001401k-$6.2M - 19 part

Retirement portfolio analytics

2 plans aggregated / $13.0M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CASH BALANCE PLAN (#004)52%
  • SALARY REDUCTION PLAN (#001)48%
Total $13.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SALARY REDUCTION PLAN (#001)19
  • CASH BALANCE PLAN (#004)14
Total 33Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SPESIA & TAYLOR CASH BALANCE PLAN

CashBalance

Assets$6.7M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SPESIA & TAYLOR SALARY REDUCTION PLAN

401k

Assets$6.2M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004SPESIA & TAYLOR CASH BALANCE PLANCashBalance$6.7M142024
001SPESIA & TAYLOR SALARY REDUCTION PLAN401k$6.2M192024
Retirement plans
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